Global Retirement Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
+1,579
| New | +$196K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $46.9K | Buy |
376
+146
| +63% | +$18.2K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $24.9K | Sell |
230
-147
| -39% | -$15.9K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $37.2K | Buy |
377
+206
| +120% | +$20.3K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $17.8K | Sell |
171
-14
| -8% | -$1.46K | ﹤0.01% | 1864 |
|
|
2023
Q4 | $17.4K | Buy |
185
+32
| +21% | +$3K | ﹤0.01% | 1827 |
|
|
2023
Q3 | $11.2K | Buy |
153
+14
| +10% | +$1.03K | ﹤0.01% | 1902 |
|
|
2023
Q2 | $10.1K | Sell |
139
-1
| -0.7% | -$73 | ﹤0.01% | 1960 |
|
|
2023
Q1 | $8.78K | Buy |
140
+111
| +383% | +$6.96K | ﹤0.01% | 1968 |
|
|
2022
Q4 | $2.45K | Hold |
29
| – | – | ﹤0.01% | 2285 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 2172 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 2298 |
|
|
2022
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 2264 |
|
|
2021
Q4 | – | Sell |
-736
| Closed | -$59K | – | 1828 |
|
|
2021
Q3 | $59K | Hold |
736
| – | – | 0.01% | 800 |
|
|
2021
Q2 | $56K | Buy |
736
+5
| +0.7% | +$380 | 0.01% | 810 |
|
|
2021
Q1 | $55K | Buy |
731
+105
| +17% | +$7.9K | 0.01% | 759 |
|
|
2020
Q4 | $38K | Buy |
626
+60
| +11% | +$3.64K | ﹤0.01% | 827 |
|
|
2020
Q3 | $23K | Buy |
566
+8
| +1% | +$325 | ﹤0.01% | 884 |
|
|
2020
Q2 | $24K | Buy |
558
+259
| +87% | +$11.1K | ﹤0.01% | 852 |
|
|
2020
Q1 | $10K | Buy |
299
+11
| +4% | +$368 | ﹤0.01% | 1044 |
|
|
2019
Q4 | $20K | Buy |
288
+68
| +31% | +$4.72K | ﹤0.01% | 940 |
|
|
2019
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q2 | $16K | Buy |
+220
| New | +$16K | ﹤0.01% | 993 |
|